Bartlett & Co Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $78K | Buy |
|
|||||
|
2025
Q2 | $58K | Sell |
|
|||||
|
2025
Q1 | $67.1K | Buy |
|
|||||
|
2024
Q4 | $70.8K | Sell |
|
|||||
|
2024
Q3 | $112K | Hold |
|
|||||
|
2024
Q2 | $86.3K | Hold |
|
|||||
|
2024
Q1 | $94.5K | Hold |
|
|||||
|
2023
Q4 | $81.1K | Buy |
|
|||||
|
2023
Q3 | $668 | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $1.31K | Hold |
|
|||||
|
2021
Q1 | $1.26K | Hold |
|
|||||
|
2020
Q4 | $1.04K | Buy |
|